Rise Advisors’s AES AES Stock Holding History

Rise Advisors’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-758	Closed	-$9.97K	–	128
2025 Q3	$9.97K	Buy	758 +10	+1%	+$130	﹤0.01%	997
2025 Q2	$7.87K	Buy	748 +9	+1%	+$96	﹤0.01%	1100
2025 Q1	$9.17K	Sell	739 -65	-8%	-$752	﹤0.01%	1032
2024 Q4	$10.3K	Sell	804 -711	-47%	-$10.6K	0.01%	977
2024 Q3	$30.4K	Buy	1,515 +16	+1%	+$283	0.01%	405
2024 Q2	$26.3K	Buy	1,499 +720	+92%	+$13.7K	0.01%	443
2024 Q1	$14K	Buy	+779	New	+$13K	0.01%	895
2023 Q4	–	Sell	-221	Closed	-$3.36K	–	620
2023 Q3	$3.36K	Buy	221 +2	+0.9%	+$38	﹤0.01%	410
2023 Q2	$4.54K	Buy	219 +2	+0.9%	+$44	﹤0.01%	429
2023 Q1	$5.23K	Buy	217 +1	+0.5%	+$25	﹤0.01%	443
2022 Q4	$6.21K	Buy	216 +1	+0.5%	+$27	0.01%	417
2022 Q3	$5K	Buy	215 +2	+0.9%	+$47	﹤0.01%	428
2022 Q2	$4K	Buy	213 +1	+0.5%	+$22	﹤0.01%	457
2022 Q1	$5K	Buy	212 +2	+1%	+$45	﹤0.01%	411
2021 Q4	$5.11K	Buy	+210	New	+$5.1K	﹤0.01%	404

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return